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Brendel Financial Advisors’s Progressive PGR Stock Holding History

Brendel Financial Advisors’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-997
Closed -$266K – 120
2025
Q2 		$266K Buy
997
+239
+32% +$65.5K 0.15% 89
2025
Q1 		$215K Buy
+758
New +$198K 0.13% 89
2021
Q3 		– Sell
-70
Closed -$7K – 225
2021
Q2 		$7K Buy
+70
New +$6.92K ﹤0.01% 221

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Brendel Financial Advisors's PGR Position: Q3 2025 in Review

Brendel Financial Advisors sold out of Progressive (PGR) in Q3 2025, closing a stake of 997 shares — an estimated $266K sold.

Brendel Financial Advisors first reported a position in PGR in Q2 2021 and held it in 3 quarters. The position peaked at $266K in Q2 2025. 1,802 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Brendel Financial Advisors reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 997 Progressive shares in Q3 2025, an estimated $266K.
  • Brendel Financial Advisors first reported a position in Progressive in Q2 2021 and held it in 3 quarters.
  • Brendel Financial Advisors's Progressive position peaked at $266K in Q2 2025.
  • 1,802 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Brendel Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.